Referral to Andrew Smith

I’m an expert in retirement and investment planning, and specialise in helping clients plan for and work towards their financial goals and objectives.

I’m passionate about helping those starting their financial journeys, as well as those who are further on in their careers. I love to meet new people and learn how they’ve got to where they are in life. I enjoy helping clients build and maintain their wealth, as well as navigating them through the complex minefields of their pensions and current market conditions.

To me, it’s important to highlight the positive things clients have achieved as well as addressing the areas of improvement. I enjoy showing potential clients how I can add value to their goals. I believe there’s no time like the present to make improvements to your financial health.

If you’ve been referred to me by a friend, colleague or family member, I’d be delighted to have a chat to find out more about you and your financial planning needs. Please use the calendar on this page to book a 15-minute call, at a time to suit you.